Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
33,300
shares
|
$752,913
0.01% of portfolio
|
Q3 2025
Added 31.1%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
32,674
shares
|
$738,759
0.14% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,054
shares
|
$724,740
0.01% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
31,396
shares
|
$709,863
0.43% of portfolio
|
Q1 2025
Added 113.01%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
30,959
shares
|
$699,982
0.25% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
29,620
shares
|
$669,708
0.38% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
28,729
shares
|
$649,562
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
27,917
shares
|
$631,203
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
26,975
shares
|
$609,904
0.02% of portfolio
|
Q3 2025
Added 17.89%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
26,854
shares
|
$607,168
0.12% of portfolio
|
Q4 2025
Added 70.59%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
25,982
shares
|
$587,453
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
25,102
shares
|
$567,556
0.05% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,089
shares
|
$567,262
0.0% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
24,434
shares
|
$552,452
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
23,362
shares
|
$528,214
0.01% of portfolio
|
Q3 2025
Added 112.69%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
22,367
shares
|
$505,717
0.22% of portfolio
|
Q4 2025
Added 17.69%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
22,183
shares
|
$501,557
0.19% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
21,628
shares
|
$489,009
0.02% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
20,537
shares
|
$464,341
0.27% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,408
shares
|
$461,424
0.0% of portfolio
|
Q3 2025
Added 71.44%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
20,022
shares
|
$452,697
0.24% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
19,970
shares
|
$451,521
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
18,846
shares
|
$426,108
0.07% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
18,760
shares
|
$424,163
0.0% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,284
shares
|
$413,401
0.01% of portfolio
|
Q3 2025
Added 30.14%
|
|